20Miles
Designed for commercial insurance agents, this platform revolutionizes client engagement by automating prospect tracking and recommending tailored actions. It utilizes pre-built templates for renewals, referrals, and prospecting, ensuring agents maximize their time. With real-time analytics on contact interactions, it helps prioritize pipelines and enhance relationships effortlessly.
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Top 20Miles Features
- Customizable email templates
- Action recommendation engine
- Engagement tracking analytics
- Lead scoring system
- Pre-built business goal templates
- Multi-user process collaboration
- Playbook creation and testing
- Automated prospect identification
- Real-time engagement prioritization
- Proven workflows for renewals
- Referrals management tools
- Integration with Salesforce
- Gmail plugin functionality
- User-focused CRM design
- Simplified activity logging
- Focused relationship management
- Scalable marketing solutions
- Business results-driven approach
- Suggested next steps for contacts
- Easy-to-use interface.
